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Omnia Family Wealth’s Blackstone BX Stock Holding History

Omnia Family Wealth’s Portfolio BX Stock Details BX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,840
Closed -$284K – 96
2025
Q4 		$284K Sell
1,840
-283
-13% -$43K 0.08% 80
2025
Q3 		$363K Buy
2,123
+266
+14% +$45.6K 0.12% 64
2025
Q2 		$278K Sell
1,857
-226
-11% -$31.1K 0.1% 71
2025
Q1 		$291K Buy
2,083
+215
+12% +$34.9K 0.12% 63
2024
Q4 		$322K Sell
1,868
-13
-0.7% -$2.27K 0.13% 57
2024
Q3 		$288K Buy
1,881
+52
+3% +$7.21K 0.12% 65
2024
Q2 		$226K Buy
1,829
+47
+3% +$5.78K 0.1% 73
2024
Q1 		$234K Buy
+1,782
New +$223K 0.11% 64
2019
Q2 		– Sell
-3,367
Closed -$118K – 163
2019
Q1 		$118K Sell
3,367
-10,047
-75% -$335K 0.06% 117
2018
Q4 		$400K Buy
13,414
+7,211
+116% +$238K 0.22% 53
2018
Q3 		$236K Sell
6,203
-10,191
-62% -$368K 0.11% 81
2018
Q2 		$527K Buy
16,394
+13,007
+384% +$414K 0.25% 43
2018
Q1 		$108K Sell
3,387
-153
-4% -$5.22K 0.05% 116
2017
Q4 		$113K Buy
3,540
+9
+0.3% +$293 0.05% 113
2017
Q3 		$118K Sell
3,531
-489
-12% -$16.1K 0.06% 112
2017
Q2 		$134K Buy
4,020
+20
+0.5% +$627 0.06% 106
2017
Q1 		$119K Sell
4,000
-5,085
-56% -$153K 0.06% 108
2016
Q4 		$246K Buy
+9,085
New +$236K 0.12% 77

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Omnia Family Wealth's BX Position: Q1 2026 in Review

Omnia Family Wealth sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,840 shares — an estimated $284K sold.

Omnia Family Wealth first reported a position in BX in Q4 2016 and held it in 18 quarters. The position peaked at $527K in Q2 2018. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Omnia Family Wealth reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Omnia Family Wealth sold 1,840 Blackstone shares in Q1 2026, an estimated $284K.
  • Omnia Family Wealth first reported a position in Blackstone in Q4 2016 and held it in 18 quarters.
  • Omnia Family Wealth's Blackstone position peaked at $527K in Q2 2018.
  • 2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Omnia Family Wealth's 13F filing for Q1 2026, filed 7 May 2026.